Waypoint Advisors

7 More Family Office Resources:

• Add Your Multi-Family Office to Version 4.0 of the Family… We are soon coming out with Version 4.0 of our Family Office Database on FamilyOffices.com. To include your multi-family office or single family office within our industry-leading database please submit the form ...
• Family Offices Alternative Investments Family Offices Alternative Investments Family Offices Heavily Invested in Private Equity, Hedge FundsRothstein Kass Family Office Group surveyed 151 executive directors of single-family offices and found that they are warming up to alternative ...
• What is a family office board of advisors? Question: What is a family office board of advisors? Answer:  A board of advisors is something that many family offices do not formally have in place.  A board is much different than an investment committee ...
• How can I build a family office board of advisors? Question:  How can I build a family office board of advisors? Answer: Having a strong family office board of advisors can be key to growing your family office and better serving your clients.  Our ...
• Financial Advisors Family Office Services The research firm Rothstein Kass recently did an interesting survey of financial advisors on family office service.  The most interesting finding was that 80 percent of financial advisors are interested in incorporating the ...
• Registered Investment Advisor Family Office Definition: Registered Investment Advisor Registered Investment Advisor definition:  A Registered Investment Advisor (RIA) is regulated by the Investment Advisors Act of 1940. A Series 65 or 66 license (administered by Financial Industry ...
• Fee-Based Financial Advisor Family Office Definition: Fee-Based Financial Advisor Fee-Based Financial Advisor definition:  A fee-based financial advisor places trades on your behalf and offers financial advice to clients. Contrary to traditional brokers, fee-based advisors are not compensated ...